Display Dashboard

[SJeremias]

Morning and TIA on any input...
we are wanting to display a report on a dedicated computer of activity leaders and i know we can manually refresh or wait the 40 min for an auto refresh.  question is, is there a better, more efficient way, to share this data with the users?  my idea is to have it displayed so the sales rep can gauge how they are doing amongst one another.

[karstenkoehler · Accepted solution]

Hi @SJeremias,

A screen in the office can be a good way to remind everyone permanently. If you put up a dashboard in a browser, there are Firefox and Chrome extensions which can automatically refresh the tab in regular intervals. Just search for "refresh timer extension", "auto refresh extension" etc.

Alternatively, you could consider the following:

• Sending a dashboard via Slack: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards
• Sending a dahsboard via recurring email (see link above)
• Encouraging users to bookmark the dashboard or set it as browser start page

Best regards!

[SJeremias]

thank you!!!
i know we can do a scheduled email but i am sure that will just sit in
their inboxes 😉

the slack idea is WONDERFUL!!!! thank you!!